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iShares iBonds Dec 2026 Term Treasury ETF

100 hedge funds and large institutions have $264M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

16% more funds holding

Funds holding: 86100 (+14)

11% more capital invested

Capital invested by funds: $237M → $264M (+$26.2M)

9.35% less ownership

Funds ownership: 90.46%81.11% (-9.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
49
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.41M +$417K +18,164 +21%
CAN
27
Cetera Advisor Networks
California
$2.21M +$1.06M +46,294 +91%
DADC
28
D.A. Davidson & Co
Montana
$1.9M +$939K +40,910 +95%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.87M +$1M +43,569 +112%
FTUS
30
Flow Traders U.S.
New York
$1.77M +$1.79M +78,107 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.69M +$130K +5,642 +8%
Jane Street
32
Jane Street
New York
$1.51M -$2.02M -87,840 -57%
CFS
33
Cannon Financial Strategists
Georgia
$1.23M +$1.24M +54,207 New
Creative Planning
34
Creative Planning
Kansas
$1.13M -$53.1K -2,315 -4%
Stifel Financial
35
Stifel Financial
Missouri
$1.08M -$153K -6,656 -12%
Citadel Advisors
36
Citadel Advisors
Florida
$967K +$38.9K +1,694 +4%
MCM
37
MV Capital Management
Maryland
$966K +$979K +42,658 New
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$935K +$948K +41,289 New
TFS
39
Thoroughbred Financial Services
Tennessee
$875K +$266K +11,567 +43%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$853K +$351K +15,272 +68%
SWA
41
Stratos Wealth Advisors
Ohio
$853K +$441K +19,211 +104%
ICG
42
InterOcean Capital Group
Tennessee
$824K +$68.9K +3,000 +9%
SWM
43
Stockman Wealth Management
Montana
$810K +$821K +35,757 New
4WM
44
4J Wealth Management
Virginia
$809K +$307K +13,394 +60%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$803K +$383K +16,675 +89%
WANY
46
Wealthspire Advisors (New York)
New York
$750K +$761K +33,129 New
PFM
47
Phillips Financial Management
Indiana
$706K +$230 +10 +0%
PAS
48
Park Avenue Securities
New York
$651K +$75.1K +3,272 +13%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$589K +$597K +26,022 New
SWP
50
Summit Wealth Partners
Florida
$546K +$99.7K +4,341 +22%